What are the responsibilities and job description for the Private Wealth Advisor position at The Anderson Search Group?
Wealth Advisor - Houston, Texas
The Anderson Search Group has been engaged by a $600 million RIA in Houston to identify a Wealth Advisor. Because of this client's investments into technology and system processes and infrastructure, they are able to compete with multi-billion dollar firms while maintaining a close, family type culture. This firm is on a very aggressive growth trajectory and this is the perfect time to join them!
The Ideal Candidate Shall Possess :
- Clean U4 and Series 7
- 5 years of comprehensive financial planning and investment management experience
- Proven track record for developing their own book of business focused on the acquisition and service of HNW clients with a minimum of $10 million to invest
- Portable book
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
